Added to YB: 2025-12-17
Pitch date: 2025-12-16
IREN [bullish]
IREN Limited
Author Info
No bio for this author
Company Info
IREN Limited operates in the vertically integrated data center business in Australia and Canada. The company owns and operates computing hardware, as well as electrical infrastructure and data centers.
Market Cap
$13.2B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
56.48
P/E
20.18
EV/Sales
19.04
Sector
Software
Category
value
Brutal price action on $IREN today
IREN: Market wrongly lumping with overleveraged AI peers despite refinancing $2.3B convertible at <1% rate, reducing net interest expense. Unlike $CRWV (22% interest/revenue) or $ORCL debt issues, IREN has superior capital management. Brutal selloff mirrors April action before 15x rip vs peers like $NBIS.
Read full article (2 min)